At What Point Should I Take the Tax Hit on Unrealized Gains?

About

Hi, I'm James 👋 — a CERTIFIED FINANCIAL PLANNER™ and founder of Root Financial. Each week, I share videos to help you make smart decisions about saving, investing, spending, and tax strategies — all to help you get the most out of life with your money. But true fulfillment goes beyond finances, so I also explore how your values and money align to support the life you want to live. At Root, we help clients with retirement, investing, and financial planning. Learn more or schedule a call at rootfinancial.com. Root Financial Partners, LLC (“Root”) is a Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.